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Get Institutions for : 
Alps Oshares Us Small-cap Quality Dividend Etf (OUSM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    8
Total shares held : 
 6,464,198  
% of shares held : 
 7.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 213,394  
% of shares held change : 
   0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 207,054
 3.2%
 
Increased Positions :
31
 768,805
 11.89%
 
Unchanged Positions :
12
 199,797
 3.09%
 
Decreased Positions :
18
-718,301
-11.11%
 
Closed Positions :
3
-44,164
-0.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1926 - 2023-12-31 436,020 $17,083,000 -16,183
   Axiom Financial Strategies LLC 13 - 2024-03-31 98,921 $4,211,000 -1,431
   BARNES PETTEY FINANCIAL ADVISORS LLC 11 - 2024-03-31 63,095 $2,686,000 -5,704
   Private Advisor Group LLC 718 - 2024-03-31 57,104 $2,431,000 -625
   HAVERFORD TRUST CO 177 - 2024-03-31 44,255 $1,884,000 -7,400
   Advisor Group Holdings Inc. 1791 - 2024-03-31 41,814 $1,768,000 -20,718
   Clay Northam Wealth Management LLC 18 - 2024-03-31 30,342 $1,292,000 -1,727
   Steward Partners Investment Advisory LLC 654 - 2023-12-31 31,553 $1,236,000 -811
   Empirical Asset Management LLC 59 - 2024-03-31 21,939 $934,000 -1,835
   Acorn Wealth Advisors LLC 52 - 2024-03-31 19,064 $812,000 -13
   Cambridge Advisors Inc. 125 - 2024-03-31 10,222 $435,000 -6
   HIGHTOWER ADVISORS, LLC 2475 - 2024-03-31 8,657 $369,000 -70
   FINANCIAL NETWORK 2223 - 2023-12-31 7,801 $306,000 -311
   USA Financial Portformulas Corp 169 - 2024-03-31 5,729 $244,000 -483
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2097 - 2024-03-31 5,227 $223,000 -1,929
   Farther Finance Advisors LLC 957 - 2023-12-31 1,613 $63,000 -741
   PNC FINANCIAL SERVICES GROUP INC 4387 - 2024-03-31 20 $1,000 -76
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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